GLG News by Design/Engineering Software Experts

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

George DorkhomExecutive ChairmanGREENKOTE PLC

Does WTO means WAIT -TO -OPTOUT when it comes to Beoing and the defense industry

April 10, 2011

Analysis of:HPV Vaccine Stirs Economic Debate | wsj.com

The Number is $80B  the administrator is the US Department of Defense (DOD) and the expenditures are called R&DTE -which stands for Research and Development and Test and Evaluation efforts earmarked for such type of contract awards referred to by the WTO recent decision that Beoing was subsidized through these types of contracts and considered the funds comparable to the handouts that Airbus receives from the EU governments.This is truly a farce and a sign of ignorance on the US defense business,

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

What happens to Dassault Systèmes’ sales surge after the IBM glow is gone?

October 28, 2010

Analysis of:Dassault Systèmes Reports Strong Third Quarter Results | www.businesswire.com

Dassault Systèmes reported another eye-popping year-to-year revenue increase of 38 percent in the third quarter of 2010. Profits soared 44 percent to €55.4 million euros on revenue of €403.6 million euros. But as we observed three months ago, much of that increase was generated by Dassault Systèmes’ purchase of IBM’s PLM sales organization.

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

PTC’s upturn continues

October 27, 2010

Analysis of:PTC Announces Q4 Results, Initiates FY’11 Targets and Q1 Guidance | www.businesswire.com

PTC's financial prospects are improving, but is the stock a good value?

George DorkhomExecutive ChairmanGREENKOTE PLC

Energy Security and National Security .So what is the debate on Wind Power

August 30, 2010

A train wreck is the the competing resources for two US National needs: Energy security and National Security.  So where is the trade off? These two resources are intertwined and must cooperate and come out with a quick and A Politcal solution.

George DorkhomExecutive ChairmanGREENKOTE PLC

Vestas is a Pioneer, so why is the company falling behind

August 25, 2010

Analysis of:Wind turbine maker Vestas sees profits fall | www.bbc.co.uk

Vestas is a Pioneer in the Wind power and yet it experienced a loss in 2010 and a declining revenue of some 17% annually year over year , while the overall industry trends experience some 23% growth year over year. Was this truly a result of delays in projects and project financing or is Vestas losing it it leading market position and has problems in execution?

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

Autodesk's lack of PLM software hasn't hurt sales or profits.

August 13, 2010

Analysis of:Autodesk Reports 14 Percent Year over Year Revenue Growth | www.businesswire.com

Autodesk’s revenues in the most recent quarter rebounded more sharply than its peers in the engineering-software business who depend more on product lifecycle management (PLM) system sales.

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

Forecasting Ansys’ growth

August 6, 2010

Analysis of:ANSYS, Inc. Reports Continued Growth Momentum in Second Quarter 2010 | www.businesswire.com

Ansys revenue growth compares favorably with its peers. But is it enough to justify its current share price?

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

Dassault Systèmes revenue growth is less than meets the eye

July 29, 2010

Analysis of:Dassault Systèmes Reports Second Quarter Results with Strong EPS Growth | www.businesswire.com

Dassault Systèmes reported a 24 percent rise in revenue (in euros) for the quarter ended June 30, 2010 and a 90 percent increase in net income. However, this seemingly stellar performance was not the result of robust new demand for Dassault Systèmes engineering-software products.

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc.

PTC revenues portend engineering software upturn

July 28, 2010

Analysis of:PTC Announces Q3 Results, Initiates Q4 Guidance and Maintains FY’10 Targets | www.businesswire.com

PTC’s new license revenues soared 36 percent compared with the like quarter a year ago. License revenues are a harbinger of better times, because in the software business, consulting and annual maintenance are almost sure to follow.

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